V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.27%
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.1B
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$9.21M
3
+$8.85M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.76M
5
CMCSA icon
Comcast
CMCSA
+$5.06M

Top Sells

1
+$17M
2
+$8.09M
3
+$7.77M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.99M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.84M

Sector Composition

1 Financials 4.97%
2 Technology 4.52%
3 Healthcare 3.34%
4 Consumer Staples 2.95%
5 Energy 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.62M 0.03%
29,352
+8
252
$1.6M 0.03%
42,725
-1,433
253
$1.6M 0.03%
14,304
-44
254
$1.6M 0.03%
14,697
-383
255
$1.59M 0.03%
20,296
+2
256
$1.57M 0.03%
28,273
+189
257
$1.57M 0.03%
35,738
-131
258
$1.57M 0.03%
16,737
-342
259
$1.56M 0.03%
+60,850
260
$1.54M 0.03%
34,702
+11,219
261
$1.53M 0.03%
14,803
+1,165
262
$1.52M 0.03%
40,143
-4,711
263
$1.52M 0.03%
18,737
+60
264
$1.5M 0.03%
22,558
+2,085
265
$1.49M 0.03%
64,330
+3,310
266
$1.46M 0.03%
34,200
+4,200
267
$1.46M 0.03%
19,273
+302
268
$1.44M 0.03%
19,662
+2,901
269
$1.44M 0.03%
65,927
-3,324
270
$1.44M 0.03%
27,427
+422
271
$1.43M 0.03%
29,230
272
$1.43M 0.03%
31,685
+1,189
273
$1.4M 0.03%
17,428
274
$1.4M 0.03%
39,192
+1,704
275
$1.39M 0.03%
16,767
-1,741
9 10
11
12 13